How To: Run an End-of-Month (EOM) Event

How To: Run an End-of-Month (EOM) Event

Concessions user  ·  Yellow Dog Inventory 2026

 WHY IT'S IMPORTANT

The End-of-Month (EOM) process gives you an accurate evaluation of a facility’s inventory, supported by extensive end-of-month reporting. This article walks through running a successful EOM event from start to finish, with reference details at the end.

 PREREQUISITES

•    Stand EOM types configured for the facility (see Before you begin, below).

 OVERVIEW

The EOM process has six steps:

1.  Configure the last event of the month as an EOM event.

2.  Run the event.

3.  Perform ending counts for inactive stands.

4.  Complete the warehouse physical inventory.

5.  Review EOM reporting.

6.  Send reporting to corporate.

 BEFORE YOU BEGIN

If Stand EOM types are not yet configured for the facility, create them first. You only need to do this once per facility.

Create Stand EOM types

1.  Go to Stand Sheets > Stand EOM.

2.  Select Create New Stand EOM.

3.  Enter a Code and Description.

4.  In the Stands field, select all stands in the facility.

5.  Check the boxes for all item types: Chargeable, Non-Chargeable, and Supplies.

6.  Select Save and Close.

 

 STEP BY STEP

Step 1. Configure the last event as an EOM event

1.  Go to Stand Sheets > Events.

2.  Find and open the event.

3.  Check the End of Month? box.

4.  Use the Stand EOM dropdown to select the Stand EOM type.

Caution: Complete the EOM configuration before you start the event. After the event is started, you cannot go back and change it.

Step 2. Run the event

1.  Run the event as you normally would.

Step 3. Perform ending counts for inactive stands

Inactive stands are stands that were not in use during the EOM event. Use either method below.

Option A — Stand Dog

1.  Log in to Stand Dog.

2.  Select the facility.

3.  Select the stand.

4.  Select Start EOM Physical.

5.  Complete and submit the count-outs.

Option B — Stand Reconciliation

1.  Go to Stand Sheets > Stand Reconciliation.

2.  Find the reconciliation for the stand and select it to highlight it.

3.  Select Edit Stand Reconciliation.

4.  Select Begin Reconciliation.

5.  Enter ending counts in the Actual Count Out column.

6.  Review for accuracy, then commit the reconciliation.

Step 4. Complete the warehouse physical inventory

1.  Complete a physical inventory for the warehouse.

Step 5. Review EOM reporting

1.  Go to Stand Sheets > EOM Reporting.

2.  Configure the report with the options you need (see Reference: EOM Reporting Options).

3.  Select the Reports… button to open the report selection dialog.

4.  Choose the report to generate and select OK.

Step 6. Send reporting to corporate

1.  Send the EOM reporting and the On Hand by Item report (see Reference: On Hand by Item Report).

 

 REFERENCE: EOM REPORTING OPTIONS

Options in the EOM Reporting Editor

•    Compare to Date? — include on-hands for a previous date in the report.

•    Day Range — the grid below shows all physical inventories committed within the set date range.

•    Include in Report? — include a physical inventory in the report.

If multiple facilities pull from one warehouse

Decide which facility the warehouse physical inventory will be assigned to in EOM reporting, then check Include in Report? in the EOM Reporting Editor for that facility.

If the warehouse physical is not listed

Extend the Day Range to cover the date of the warehouse physical. For example, if it was committed two days ago, set the Day Range to 2.

 

 REFERENCE: ON HAND BY ITEM REPORT

Run the report

1.  Go to Reports > Standard Reports.

2.  Open the Inventory > On Hand folders.

3.  Select the By Item report to highlight it.

4.  Set the As of time filter to the effective date and time of the warehouse physical inventory.

5.  Select the stores in the Stores field.

6.  Generate the report.

7.  To export, select Export… and choose your preferred format.

Add or remove columns

Use the change, column sorting and grouping link to add or remove columns, and to group or sort by any column.

 

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Last reviewed: June 2026  ·  Applies to: Yellow Dog Inventory 2026

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